Branch Records & Operations Specialist

Concerted Management Corporation; Pasay; On-site; PHP 279,000 - 391,000; Full time

Job summary

Concerted Management Corporation is seeking a Branch Secretary to support branch operations with strong data management and documentation skills. The role focuses on customer data handling, loan application accuracy, petty cash handling, records maintenance, and report generation to keep sales and finance processes timely and compliant.

The position covers administrative duties, documentation control, and routine clerical tasks, reporting to the Branch Manager or Head Office as needed.

Qualifications

• Experience with customer data management and accurate data encoding.
• Ability to verify loan applications for completeness and accuracy.
• Proficiency in generating reports for order processing and management.

Responsibilities

• Verify and encode customer data accurately into the system.
• Process and ensure completeness/accuracy of motorcycle loan applications before submission.
• Generate reports and documents for order processing.
• Maintain an effective system for safe-keeping branch files and documents.
• Handle stock management, including receiving, inspecting, recording, and monitoring inventory movements.
• Manage and prepare replenishment for the Petty Cash Fund (PCF) for branch expenses.
• Record daily transactions and perform routine clerical work.
• Produce periodic reports for management and monitor system performance.

Skills

Data entry

Documentation

Records management

Financial administration

Reporting

Tools

MS Office

ERP system

Job description

Concerted Management Corporation is seeking a Branch Secretary to support branch operations with strong data management and documentation skills. The role focuses on customer data handling, loan application accuracy, petty cash handling, records maintenance, and report generation to keep sales and finance processes timely and compliant.

The position covers administrative duties, documentation control, and routine clerical tasks, reporting to the Branch Manager or Head Office as needed.